BOK Financial Private Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.5K | Sell |
1,186
-417
| -26% | -$29.4K | 0.01% | 217 |
|
|
2025
Q1 | $118K | Sell |
1,603
-541
| -25% | -$39.7K | 0.01% | 199 |
|
|
2024
Q4 | $134K | Sell |
2,144
-310
| -13% | -$19.4K | 0.01% | 189 |
|
|
2024
Q3 | $162K | Buy |
2,454
+1,176
| +92% | +$77.6K | 0.01% | 179 |
|
|
2024
Q2 | $92.3K | Buy |
1,278
+2
| +0.2% | +$144 | 0.01% | 211 |
|
|
2024
Q1 | $85.5K | Buy |
1,276
+3
| +0.2% | +$201 | 0.01% | 215 |
|
|
2023
Q4 | $83.8K | Buy |
1,273
+232
| +22% | +$15.3K | 0.01% | 208 |
|
|
2023
Q3 | $67K | Hold |
1,041
| – | – | 0.01% | 208 |
|
|
2023
Q2 | $62.9K | Hold |
1,041
| – | – | 0.01% | 214 |
|
|
2023
Q1 | $59.9K | Hold |
1,041
| – | – | ﹤0.01% | 232 |
|
|
2022
Q4 | $59.3K | Sell |
1,041
-3,837
| -79% | -$219K | ﹤0.01% | 226 |
|
|
2022
Q3 | $243K | Buy |
4,878
+2,837
| +139% | +$141K | 0.02% | 158 |
|
|
2022
Q2 | $107K | Buy |
+2,041
| New | +$107K | 0.01% | 202 |
|